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CenterPoint Energy

538 hedge funds and large institutions have $6.49B invested in CenterPoint Energy in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 184 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 184

0.78% less ownership

Funds ownership: 84.35%83.56% (-0.78%)

7% less funds holding

Funds holding: 581538 (-43)

15% less call options, than puts

Call options by funds: $20M | Put options by funds: $23.6M

31% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 116

44% less capital invested

Capital invested by funds: $11.5B → $6.49B (-$5.05B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
538
Holders Change
-43
Holders Change %
-7.4%
% of All Funds
11.86%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
80
Increased
201
Reduced
184
Closed
116
Calls
$20M
Puts
$23.6M
Net Calls
-$3.6M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$46.9M +$18.9M +823,850 +37%
ACI
27
AMP Capital Investors
Australia
$45.7M +$10.5M +456,378 +19%
UBS AM
28
UBS AM
Illinois
$39.7M +$1.81M +78,721 +3%
Charles Schwab
29
Charles Schwab
California
$37.3M +$1.56M +68,000 +3%
Bank of America
30
Bank of America
North Carolina
$35.7M -$6.61M -288,022 -11%
Victory Capital Management
31
Victory Capital Management
Texas
$34.7M +$20.5M +894,631 +66%
ORIO
32
Old Republic International (ORI)
Illinois
$33M +$7.75M +338,000 +19%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$31.3M -$11.8M -513,567 -20%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$31.1M +$2M +87,306 +5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$30.1M +$8.39M +365,700 +23%
CIA
36
ClearBridge Investments (Australia)
Australia
$29.8M +$44.2M +1,925,802 +49,545%
Wells Fargo
37
Wells Fargo
California
$29.5M -$14.5M -631,485 -25%
APG Asset Management
38
APG Asset Management
Netherlands
$28.5M +$4.26M +185,900 +11%
First Trust Advisors
39
First Trust Advisors
Illinois
$28.5M -$982K -42,795 -2%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$27.5M +$13M +568,552 +47%
PPA
41
Parametric Portfolio Associates
Washington
$26.3M +$4.46M +194,383 +13%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$25M +$775K +33,776 +2%
JP Morgan Chase
43
JP Morgan Chase
New York
$24.7M +$407K +17,738 +1%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$22.8M +$29.9M +1,304,115 +703%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.2M +$1.46M +63,672 +5%
AA
46
ALPS Advisors
Colorado
$21.6M +$1.35M +58,977 +4%
Millennium Management
47
Millennium Management
New York
$19.3M -$22.7M -987,857 -44%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$17.6M -$43.1M -1,880,343 -62%
WCM
49
Wedge Capital Management
North Carolina
$17M +$25.3M +1,100,715 New
Ameriprise
50
Ameriprise
Minnesota
$16.6M +$5.81M +253,356 +31%